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Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. Daily Activity Summary Email

    47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    If redtail could send an email notification to rep automatically like birthdays on a client's account anniversary/annual review would be useful.

    Anonymous supported this idea  · 

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